Capabilities

Retirement & Education Planning

Feasibility Analysis; Simulations & Stress Testing; Income Replication Strategies; Required Minimum Distribution Planning; Pension & Social Security Maximization; Savings Vehicle Comparisons

Institutional Asset Management

Association Reserve Management; Endowment Management  

Investment Management

Investment Policy Statement Administration; Individualized Asset Allocations; Globally Diversified Portfolios; Ongoing Monitoring & Rebalancing; Open Architecture Investing; Tax Efficient Investing; Concentrated Positions

Retirement/Employee Benefit Plans

Plan Design & Servicing for Business Owners; Fiduciary & ERISA Guideline Advisory; Plan Investment Selection & Participant Education; Defined Contribution & Defined Benefit Plans; Qualified & Non-Qualified Plans; 401(k), 403(b), IRA, SEP, SIMPLE, KEOUGH Plans

Estate Planning

Revocable Living & Irrevocable Trust Analysis; Estate Tax Reduction/Elimination; Multi-Generational Wealth Transfer Strategies; Business Succession Planning; Gifting Strategies; Philanthropic Planning; Incapacity Planning

Tax Advisory & Planning

Tax Liability Analysis; Tax Reduction Strategies; Retirement Plan Distribution Planning; Stock Option Analysis; Individual, Business & Estate Tax Return Preparation

Risk Mitigation

Life Insurance Analysis; Long Term Care Analysis; Disability Analysis

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